Seeking to constantly raise professional standards and to propagate best practices, SHOOK events provide the ideal setting for the best Wealth Advisors & industry leaders to share their ideas.



Forbes/SHOOK Top Millennials Event

October 1-3

Opening night entertainmentZedd and others to be announced.

  • Investing Legends: Ray Dalio (Bridgewater), Paul Tudor Jones (Tudor Group).
  • The Rising Stars, as identified in our Forbes/SHOOK M ranking.
  • America’s Top Advisors & RIAs–including #1.
  • Take over Boston with 7,000 Millennials–epic Pub Crawl.

Click here for details and to apply for access



Encore at Wynn Resorts
Las Vegas
March 15-17, 2017

Thank you for joining us in Vegas!!

Sold out/oversubscribed in less than 3 weeks.
Forbes survey: 94% gave us their highest rating.

Coverage by CNBC & Forbes
    – “Best industry event ever!”
     – “By far my favorite conference”
     – “Best speakers”
     – “I’m definitely coming back next year”
     – “…a notebook full of ideas!”
     – “Best industry insights I’ve heard at a conference”
     – “By far my favorite conference!”
     – “All-time favorite event I’ve ever gone to”
     – “Thank you Forbes & Shook…a game-changer”

Guest speakers: 
     – Keynote: Steve Forbes
     – R.J. Shook — Founder, President, SHOOK Research
     – Marc Lasry — Avenue Capital
     – Jamie Dinan — York Capital
     – Rick Rieder — Blackrock
     – Anthony Scaramucci — Senior Advisor to the President of the United States
     – Howard Marks — Oaktree
     – Joel Greenblatt — Gotham
     – Brian Wesbury — Chief Economist, First Trust Advisors
     – Gary Kaminsky — Co-Host Wall Street Week, Contributor to Fox Business & News
     – …plus the highest rated Advisors and RIAs sharing best practices.

Forbes features SHOOK’s 2016 Top Philanthropic Givers Ranking — Click Here.

SHOOK/Forbes Summits:

  • Top Advisors Summit
  • Top Millennials Summit
  • Top Women Advisors Summit
  • Top Independent Advisors Summit
  • Top Teams Summit
  • Philanthropy Summit

Regional Events:

  • San Francisco
  • Los Angeles
  • Houston
  • Atlanta
  • Chicago
  • New York
  • South Florida